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Independent Bank

332 hedge funds and large institutions have $3.1B invested in Independent Bank in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

4% more funds holding

Funds holding: 319332 (+13)

1% more capital invested

Capital invested by funds: $3.07B → $3.1B (+$22.5M)

0.01% more ownership

Funds ownership: 84.76%84.77% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 121

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $797K

Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
108
Reduced
121
Closed
20
Calls
Puts
$797K
Net Calls
-$797K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Essential Partners
California
$4.06K
BTI
302
Blue Trust Inc
Georgia
$3.61K
SIS
303
Sound Income Strategies
Florida
$3.41K
CFO
304
CVA Family Office
Colorado
$3.31K +$3.45K +44 New
WTC
305
WhitTier Trust Company
Nevada
$3.27K +$3.29K +42 New
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.42K +$235 +3 +10%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.03K -$235 -3 -10%
PWMG
308
Private Wealth Management Group
New Jersey
$2.03K
SS
309
Sunbelt Securities
Texas
$1.96K
IA
310
IFP Advisors
Florida
$1.8K
PTC
311
Private Trust Company
Ohio
$1.58K -$6.5K -83 -80%
BIA
312
Bell Investment Advisors
California
$1.43K
SHIM
313
Stone House Investment Management
Pennsylvania
$1.43K
AGWCA
314
Annis Gardner Whiting Capital Advisors
Florida
$1.35K +$78 +1 +6%
RWM
315
Rialto Wealth Management
New York
$978 +$705 +9 +225%
SWM
316
Spire Wealth Management
Virginia
$903
GWM
317
Gilpin Wealth Management
Colorado
$903 +$470 +6 +100%
TM
318
Torren Management
California
$804 -$2.04K -26 -70%
PA
319
Parallel Advisors
California
$752 +$470 +6 +150%
RF
320
Rossby Financial
Florida
$686 +$705 +9 New
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$602 +$78 +1 +14%
PWA
322
Physician Wealth Advisors
Utah
$527
SIC
323
SJS Investment Consulting
Ohio
$527 +$235 +3 +75%
SEP
324
Signature Equity Partners
Ohio
$526
AW
325
Ankerstar Wealth
Texas
$455